Latest Institutional Purchases of Houlihan Lokey, Inc. (HLI)
This list provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$690 - $914
|
9
$1.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$537 - $711
|
7
$1.32K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 5.06% |
$307 - $406
|
83
$15.7K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.85KNew |
$288K - $342K
|
3.85K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 1.3% |
$139K - $164K
|
144K
$27.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.3K+ 20.64% |
$97.8K - $116K
|
7.62K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.24K+ 14.37% |
$92.8K - $110K
|
9.85K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
169New |
$12.7K - $15K
|
169
$31.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
104New |
$7.8K - $9.24K
|
104
$19.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$6.45K - $7.64K
|
86
$16.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85New |
$6.38K - $7.55K
|
85
$16K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
39New |
$2.93K - $3.47K
|
39
$7.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
37+ 4.38% |
$2.78K - $3.29K
|
881
$166K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
18+ 0.62% |
$1.35K - $1.6K
|
2.9K
$548K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
15New |
$1.13K - $1.33K
|
15
$2.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$900 - $1.07K
|
12
$2.26K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8New |
$600 - $711
|
8
$1.51K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$225 - $267
|
3
$566
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$150 - $178
|
2
$377
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
441K+ 290.72% |
$33.8M - $39.4M
|
593K
$112M
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
37.7K+ 115.28% |
$2.89M - $3.37M
|
70.5K
$13.3M
|
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
15.5KNew |
$1.19M - $1.39M
|
15.5K
$2.93M
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.1KNew |
$544K - $635K
|
7.1K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.12KNew |
$163K - $190K
|
2.12K
$401K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
964New |
$73.8K - $86.2K
|
964
$182K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
244+ 1.71% |
$18.7K - $21.8K
|
14.5K
$2.73M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
167New |
$12.8K - $14.9K
|
167
$31.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22New |
$1.68K - $1.97K
|
22
$4.15K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$2.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$306 - $358
|
4
$755
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$1.16M - $1.59M
|
13.3K
$2.5M
|
|
| Q4 2021 | |||||||
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
162KNew |
$15.1M - $19.2M
|
162K
$30.5M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$942K - $1.12M
|
11.7K
$2.22M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
502New |
$40.3K - $48K
|
502
$94.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.1KNew |
$1.31M - $1.64M
|
20.1K
$3.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$1.24K - $1.55K
|
19
$3.59K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$12.7K - $14.4K
|
200
$37.7K
|
|
| Q4 2020 | |||||||
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
353New |
$21K - $24.7K
|
353
$66.6K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.25K+ 6126.42% |
$173K - $209K
|
3.3K
$623K
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
290New |
$15.5K - $18.7K
|
290
$54.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
90KNew |
$3.87M - $4.42M
|
90K
$17M
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
9.84KNew |
$413K - $461K
|
9.84K
$1.86M
|
|
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$58.8K - $65.6K
|
1.4K
$265K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
8.08K+ 294.82% |
$363K - $427K
|
10.8K
$2.04M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.09KNew |
$319K - $375K
|
7.09K
$1.34M
|
|